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Table of Contents
- Why Should you Invest in SIP or Systematic Investment Plan?
- Best SIP Plans for 10, 20 Year Investment in FY 21 - 22
- How to Invest in Mutual Fund SIP Online?
- FAQs
Top 10 Funds
- Aditya Birla Sun Life Digital India Fund
- ICICI Prudential Technology Fund
- TATA Digital India Fund
- Mirae Asset Tax Saver Fund
- Mirae Asset Emerging Bluechip Fund
- Franklin India Feeder - Franklin U S Opportunities Fund
- PGIM India Global Agribusiness Offshore Fund
- Franklin India Technology Fund
- SBI Small Cap Fund
- SBI Technology Opportunities Fund
10 Best SIP Plans for 10 , 20 Year Investment 2021
Best SIP Plans? How to choose them? These are some of the common questions that occur in the mind of investors when thinking of investing in Mutual Funds through a SIP or Systematic Investment plan. SIP investment is one of the most disciplined Investing options when investing in Mutual Funds.
Moreover, the minimum amount of investing in a SIP Mutual Fund is as less as INR 500. This makes investing in Top SIP plans much convenient.
Why Should you Invest in SIP or Systematic Investment Plan?
Some of the benefits of investing in a SIP are:
Power of Compounding
Systematic Investment Plans also offer the benefit of the Power of Compounding. Simple interest is when you gain interest on only the principal. In the case of compound interest, the interest amount is added to the principal, and interest is calculated on the new principal (old principal plus gains). This process continues every time. Since the mutual funds in the SIP are in installments, they are compounded, which adds more to the initially invested sum.
Rupee Cost Averaging
The biggest benefit that a systematic investment plan offers is Rupee Cost Averaging which helps an individual to average out the cost of an asset purchase. While making a lump sum investment in a mutual fund a certain number of units are purchased by the investor all at once, in the case of a SIP the purchase of units is done over a long period and these are spread out equally over monthly intervals (usually). Due to the investment being spread out over time, the investment is made into the stock Market at different price points giving the investor the benefit of averaging cost, hence the term rupee cost averaging.
Affordability
SIPs are a very affordable option for the masses to start savings since the minimum amount required for each installment (that too monthly!) can be as low as INR 500. Some Mutual Fund companies even offer something called a MicroSIP where the ticket size is as low as INR 100.
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Risk Reduction
Given that a systematic investment plan is spread over a long period of time, one catches all periods of the stock market, the ups and more importantly the downturns. In downturns, when fear catches most investors, SIP installments continue ensuring the investors buy low.
Best SIP Plans for 10, 20 Year Investment in FY 21 - 22
(Erstwhile Aditya Birla Sun Life New Millennium Fund) A multi-sector open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 100% equity, focusing on investing in technology and technology dependent companies, hardware, peripherals and components, software, telecom, media, internet and e-commerce and other technology enabled companies. The secondary objective is income generation and distribution of dividend. Aditya Birla Sun Life Digital India Fund is a Equity - Sectoral fund was launched on 15 Jan 00. It is a fund with High risk and has given a Below is the key information for Aditya Birla Sun Life Digital India Fund Returns up to 1 year are on To generate long-term capital appreciation for you from a portfolio made up predominantly of equity and equity-related securities of technology intensive companies. ICICI Prudential Technology Fund is a Equity - Sectoral fund was launched on 3 Mar 00. It is a fund with High risk and has given a Below is the key information for ICICI Prudential Technology Fund Returns up to 1 year are on The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies in Information Technology Sector in India.However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.The Scheme does not assure or guarantee any returns. TATA Digital India Fund is a Equity - Sectoral fund was launched on 28 Dec 15. It is a fund with High risk and has given a Below is the key information for TATA Digital India Fund Returns up to 1 year are on The investment objective of the scheme is to generate long term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments. The Scheme does not guarantee or assure any returns. Mirae Asset Tax Saver Fund is a Equity - ELSS fund was launched on 28 Dec 15. It is a fund with Moderately High risk and has given a Below is the key information for Mirae Asset Tax Saver Fund Returns up to 1 year are on The investment objective of the scheme is to generate income and capital appreciation from a portfolio primarily investing in Indian equities and equity related securities of large cap and mid cap companies at the time of investment. From time to time, the fund manager may also seek participation in other Indian equity and equity related securities to achieve optimal Portfolio construction. The Scheme does not guarantee or assure any returns. Mirae Asset Emerging Bluechip Fund is a Equity - Large & Mid Cap fund was launched on 9 Jul 10. It is a fund with Moderately High risk and has given a Below is the key information for Mirae Asset Emerging Bluechip Fund Returns up to 1 year are on The Fund seeks to provide capital appreciation by investing predominantly in units of Franklin U. S. Opportunities Fund, an overseas Franklin Templeton mutual fund, which primarily invests in securities in the United States of America. Franklin India Feeder - Franklin U S Opportunities Fund is a Equity - Global fund was launched on 6 Feb 12. It is a fund with High risk and has given a Below is the key information for Franklin India Feeder - Franklin U S Opportunities Fund Returns up to 1 year are on The primary investment objective of the scheme is to generate long-term capital growth by investing predominantly in units of overseas mutual funds, focusing on
agriculture and/or would be direct and indirect beneficiaries of the anticipated growth in the agriculture and/or affiliated/allied sectors. PGIM India Global Agribusiness Offshore Fund is a Others - Fund of Fund fund was launched on 14 May 10. It is a fund with High risk and has given a Below is the key information for PGIM India Global Agribusiness Offshore Fund Returns up to 1 year are on To provide long-term capital appreciation by predominantly investing in equity and equity related securities of technology and technology related companies. Franklin India Technology Fund is a Equity - Sectoral fund was launched on 22 Aug 98. It is a fund with High risk and has given a Below is the key information for Franklin India Technology Fund Returns up to 1 year are on (Erstwhile SBI Small & Midcap Fund) The Scheme seeks to generate income and long term capital appreciation by
investing in a diversified portfolio of predominantly in equity and equity related securities of small & midcap Companies SBI Small Cap Fund is a Equity - Small Cap fund was launched on 9 Sep 09. It is a fund with Moderately High risk and has given a Below is the key information for SBI Small Cap Fund Returns up to 1 year are on (Erstwhile SBI IT Fund) To provide the investors maximum growth opportunity through equity
investments in stocks of growth oriented sectors of the economy. SBI Technology Opportunities Fund is a Equity - Sectoral fund was launched on 9 Jan 13. It is a fund with High risk and has given a Below is the key information for SBI Technology Opportunities Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2020 (%) Aditya Birla Sun Life Digital India Fund Growth ₹103.08
↑ 0.56 ₹1,016 1,000 12 37.2 126.1 30.5 24 59 ICICI Prudential Technology Fund Growth ₹115.31
↑ 0.83 ₹1,580 100 10.7 35.3 145.7 31.5 23.1 70.6 TATA Digital India Fund Growth ₹27.6154
↑ 0.23 ₹996 500 11.9 33.4 123.7 31.2 22.1 54.8 Mirae Asset Tax Saver Fund Growth ₹25.726
↓ -0.04 ₹6,351 500 7.4 30.6 76.3 16.7 21.9 21.5 Mirae Asset Emerging Bluechip Fund Growth ₹79.538
↓ -0.21 ₹15,785 0 8 32.9 76.7 17.1 21.8 22.4 Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹52.2005
↑ 0.68 ₹2,852 500 2.6 12.1 53 27.2 21.8 45.2 PGIM India Global Agribusiness Offshore Fund Growth ₹34.33
↑ 0.08 ₹852 1,000 -2.2 11.2 74.6 31.2 21.4 72.4 Franklin India Technology Fund Growth ₹293.074
↑ 2.99 ₹510 500 6.7 29.1 104.3 28.1 20.9 56.8 SBI Small Cap Fund Growth ₹82.0713
↑ 0.01 ₹7,311 500 8.9 41.5 90.2 12.2 20.8 33.6 SBI Technology Opportunities Fund Growth ₹114.532
↑ 0.73 ₹522 500 11 31.4 99.9 28.1 20.2 47.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Apr 21 CAGR returns for over 5 years and fund having atleast have market history (Fund age) of 5 year and have minimum 500 Crore of asset under management.
1. Aditya Birla Sun Life Digital India Fund
CAGR/Annualized return of 11.6% since its launch. Ranked 33 in Sectoral category. Return for 2020 was 59% , 2019 was 9.6% and 2018 was 15.6% . Aditya Birla Sun Life Digital India Fund
Growth Launch Date 15 Jan 00 NAV (09 Apr 21) ₹103.08 ↑ 0.56 (0.55 %) Net Assets (Cr) ₹1,016 on 28 Feb 21 Category Equity - Sectoral AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆ Risk High Expense Ratio 2.6 Sharpe Ratio 1.69 Information Ratio 0.4 Alpha Ratio 7.56 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 16 ₹10,000 31 Mar 17 ₹9,908 31 Mar 18 ₹13,014 31 Mar 19 ₹14,944 31 Mar 20 ₹12,374 31 Mar 21 ₹27,162 Returns for Aditya Birla Sun Life Digital India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Apr 21 Duration Returns 1 Month 7.3% 3 Month 12% 6 Month 37.2% 1 Year 126.1% 3 Year 30.5% 5 Year 24% 10 Year 15 Year Since launch 11.6% Historical performance (Yearly) on absolute basis
Year Returns 2020 59% 2019 9.6% 2018 15.6% 2017 22.4% 2016 -3.5% 2015 11.2% 2014 21.1% 2013 50.2% 2012 3.7% 2011 -21.8% Fund Manager information for Aditya Birla Sun Life Digital India Fund
Name Since Tenure Kunal Sangoi 15 Jan 14 7.21 Yr. Data below for Aditya Birla Sun Life Digital India Fund as on 28 Feb 21
Equity Sector Allocation
Sector Value Technology 72.32% Communication Services 15.19% Industrials 10.34% Asset Allocation
Asset Class Value Cash 2.15% Equity 97.85% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY22% ₹220 Cr 1,754,259
↑ 50,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS10% ₹98 Cr 336,987
↑ 10,000 Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | 5327559% ₹91 Cr 989,943
↑ 176,000 HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 31 Dec 10 | HCLTECH7% ₹68 Cr 747,931
↑ 38,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL7% ₹67 Cr 1,198,937
↓ -47,970 Cyient Ltd (Industrials)
Equity, Since 31 May 14 | CYIENT5% ₹50 Cr 769,609 Just Dial Ltd (Communication Services)
Equity, Since 30 Sep 19 | 5356484% ₹45 Cr 633,953
↑ 30,000 Honeywell Automation India Ltd (Industrials)
Equity, Since 30 Jun 18 | 5171744% ₹37 Cr 8,159 Firstsource Solutions Ltd (Technology)
Equity, Since 31 Aug 20 | 5328093% ₹30 Cr 2,978,652
↑ 644,150 Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT3% ₹26 Cr 156,326 2. ICICI Prudential Technology Fund
CAGR/Annualized return of 12.3% since its launch. Ranked 37 in Sectoral category. Return for 2020 was 70.6% , 2019 was 2.3% and 2018 was 19.1% . ICICI Prudential Technology Fund
Growth Launch Date 3 Mar 00 NAV (09 Apr 21) ₹115.31 ↑ 0.83 (0.73 %) Net Assets (Cr) ₹1,580 on 28 Feb 21 Category Equity - Sectoral AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk High Expense Ratio 2.6 Sharpe Ratio 1.82 Information Ratio -0.28 Alpha Ratio 8.29 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 16 ₹10,000 31 Mar 17 ₹9,648 31 Mar 18 ₹12,119 31 Mar 19 ₹14,262 31 Mar 20 ₹11,267 31 Mar 21 ₹26,130 Returns for ICICI Prudential Technology Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Apr 21 Duration Returns 1 Month 7.7% 3 Month 10.7% 6 Month 35.3% 1 Year 145.7% 3 Year 31.5% 5 Year 23.1% 10 Year 15 Year Since launch 12.3% Historical performance (Yearly) on absolute basis
Year Returns 2020 70.6% 2019 2.3% 2018 19.1% 2017 19.8% 2016 -4% 2015 3.9% 2014 26.3% 2013 62.6% 2012 17.1% 2011 -18.9% Fund Manager information for ICICI Prudential Technology Fund
Name Since Tenure Sankaran Naren 14 Jul 17 3.72 Yr. Priyanka Khandelwal 8 Jul 20 0.73 Yr. Vaibhav Dusad 2 May 20 0.91 Yr. Data below for ICICI Prudential Technology Fund as on 28 Feb 21
Equity Sector Allocation
Sector Value Technology 76.82% Communication Services 12.79% Industrials 7.37% Consumer Defensive 0.54% Asset Allocation
Asset Class Value Cash 2.48% Equity 97.52% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY22% ₹354 Cr 2,825,737
↑ 669,700 HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 30 Sep 20 | HCLTECH8% ₹120 Cr 1,315,744 Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 5327557% ₹116 Cr 1,257,674
↑ 200,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS6% ₹99 Cr 343,185
↑ 223,000 Persistent Systems Ltd (Technology)
Equity, Since 31 May 20 | PERSISTENT5% ₹79 Cr 476,133
↓ -7,000 Wipro Ltd (Technology)
Equity, Since 30 Sep 19 | 5076854% ₹56 Cr 1,371,450
↑ 1,070,000 Coforge Ltd Shs Dematerialised (Technology)
Equity, Since 31 Jul 20 | 5325413% ₹46 Cr 179,593
↓ -7,000 IndiaMART InterMESH Ltd (Communication Services)
Equity, Since 30 Jun 20 | 5427263% ₹46 Cr 53,003
↓ -3,908 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL3% ₹44 Cr 791,840
↓ -350,000 Firstsource Solutions Ltd (Technology)
Equity, Since 31 Aug 20 | 5328093% ₹41 Cr 4,133,666
↓ -115,769 3. TATA Digital India Fund
CAGR/Annualized return of 21.2% since its launch. Return for 2020 was 54.8% , 2019 was 7.5% and 2018 was 24.9% . TATA Digital India Fund
Growth Launch Date 28 Dec 15 NAV (09 Apr 21) ₹27.6154 ↑ 0.23 (0.83 %) Net Assets (Cr) ₹996 on 28 Feb 21 Category Equity - Sectoral AMC Tata Asset Management Limited Rating Risk High Expense Ratio 2.05 Sharpe Ratio 1.59 Information Ratio -0.47 Alpha Ratio -0.87 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-3 Months (0.25%),3 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 16 ₹10,000 31 Mar 17 ₹9,025 31 Mar 18 ₹11,644 31 Mar 19 ₹14,392 31 Mar 20 ₹12,005 31 Mar 21 ₹24,921 Returns for TATA Digital India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Apr 21 Duration Returns 1 Month 8.5% 3 Month 11.9% 6 Month 33.4% 1 Year 123.7% 3 Year 31.2% 5 Year 22.1% 10 Year 15 Year Since launch 21.2% Historical performance (Yearly) on absolute basis
Year Returns 2020 54.8% 2019 7.5% 2018 24.9% 2017 19.6% 2016 -6% 2015 2014 2013 2012 2011 Fund Manager information for TATA Digital India Fund
Name Since Tenure Rahul Singh 20 Apr 20 0.95 Yr. Meeta Shetty 20 Apr 20 0.95 Yr. Data below for TATA Digital India Fund as on 28 Feb 21
Equity Sector Allocation
Sector Value Technology 85.03% Industrials 6.04% Communication Services 5.81% Asset Allocation
Asset Class Value Cash 3.12% Equity 96.88% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY24% ₹238 Cr 1,900,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS10% ₹101 Cr 349,126
↑ 67,000 HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 31 Jan 16 | HCLTECH9% ₹94 Cr 1,039,000
↑ 55,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT7% ₹72 Cr 435,363
↓ -85,000 Wipro Ltd (Technology)
Equity, Since 31 Jul 18 | 5076857% ₹65 Cr 1,596,000 Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | 5327557% ₹65 Cr 710,000
↑ 100,000 MindTree Ltd (Technology)
Equity, Since 31 Jul 19 | 5328194% ₹39 Cr 245,000 Birlasoft Ltd (Technology)
Equity, Since 31 Jul 20 | 5324003% ₹34 Cr 1,505,000 Indian Railway Catering And Tourism Corp Ltd (Industrials)
Equity, Since 31 Dec 20 | 5428303% ₹31 Cr 179,000
↑ 30,000 Tata Elxsi Ltd (Technology)
Equity, Since 31 May 20 | 5004083% ₹29 Cr 109,000
↓ -15,000 4. Mirae Asset Tax Saver Fund
CAGR/Annualized return of 19.6% since its launch. Return for 2020 was 21.5% , 2019 was 14.1% and 2018 was -2.3% . Mirae Asset Tax Saver Fund
Growth Launch Date 28 Dec 15 NAV (09 Apr 21) ₹25.726 ↓ -0.04 (-0.16 %) Net Assets (Cr) ₹6,351 on 28 Feb 21 Category Equity - ELSS AMC Mirae Asset Global Inv (India) Pvt. Ltd Rating Risk Moderately High Expense Ratio 1.63 Sharpe Ratio 1.02 Information Ratio 1.12 Alpha Ratio 5.26 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 16 ₹10,000 31 Mar 17 ₹13,829 31 Mar 18 ₹16,061 31 Mar 19 ₹18,098 31 Mar 20 ₹14,060 31 Mar 21 ₹26,154 Returns for Mirae Asset Tax Saver Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Apr 21 Duration Returns 1 Month -1.1% 3 Month 7.4% 6 Month 30.6% 1 Year 76.3% 3 Year 16.7% 5 Year 21.9% 10 Year 15 Year Since launch 19.6% Historical performance (Yearly) on absolute basis
Year Returns 2020 21.5% 2019 14.1% 2018 -2.3% 2017 47.9% 2016 14.8% 2015 2014 2013 2012 2011 Fund Manager information for Mirae Asset Tax Saver Fund
Name Since Tenure Neelesh Surana 28 Dec 15 5.26 Yr. Data below for Mirae Asset Tax Saver Fund as on 28 Feb 21
Equity Sector Allocation
Sector Value Financial Services 38.67% Technology 11.42% Basic Materials 10.1% Consumer Cyclical 7.4% Health Care 7.18% Consumer Defensive 6.23% Industrials 6.18% Energy 4.42% Communication Services 3.26% Utility 1.84% Asset Allocation
Asset Class Value Cash 0.32% Equity 99.68% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | HDFCBANK9% ₹593 Cr 3,864,722 Infosys Ltd (Technology)
Equity, Since 31 Dec 15 | INFY7% ₹448 Cr 3,571,693
↑ 365,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK7% ₹445 Cr 7,443,912
↑ 140,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 18 | 5322155% ₹296 Cr 4,086,266
↓ -80,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Dec 15 | TCS4% ₹273 Cr 944,826
↑ 155,000 State Bank of India (Financial Services)
Equity, Since 31 Dec 15 | SBIN3% ₹197 Cr 5,053,799 Reliance Industries Limited
Equity, Since 30 Jun 20 | -3% ₹190 Cr 1,568,304
↓ -42,034 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL3% ₹184 Cr 3,313,000
↓ -265,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 15 | MARUTI3% ₹161 Cr 235,091
↑ 65,999 JK Cement Ltd (Basic Materials)
Equity, Since 30 Jun 19 | JKCEMENT2% ₹157 Cr 584,199 5. Mirae Asset Emerging Bluechip Fund
CAGR/Annualized return of 21.3% since its launch. Return for 2020 was 22.4% , 2019 was 14.7% and 2018 was -5.4% . Mirae Asset Emerging Bluechip Fund
Growth Launch Date 9 Jul 10 NAV (09 Apr 21) ₹79.538 ↓ -0.21 (-0.27 %) Net Assets (Cr) ₹15,785 on 28 Feb 21 Category Equity - Large & Mid Cap AMC Mirae Asset Global Inv (India) Pvt. Ltd Rating Risk Moderately High Expense Ratio 1.61 Sharpe Ratio 1.01 Information Ratio 1.45 Alpha Ratio 2.53 Min Investment 5,000 Min SIP Investment 0 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 16 ₹10,000 31 Mar 17 ₹14,293 31 Mar 18 ₹15,963 31 Mar 19 ₹17,920 31 Mar 20 ₹14,196 31 Mar 21 ₹26,385 Returns for Mirae Asset Emerging Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Apr 21 Duration Returns 1 Month -0.4% 3 Month 8% 6 Month 32.9% 1 Year 76.7% 3 Year 17.1% 5 Year 21.8% 10 Year 15 Year Since launch 21.3% Historical performance (Yearly) on absolute basis
Year Returns 2020 22.4% 2019 14.7% 2018 -5.4% 2017 49% 2016 12.2% 2015 14.1% 2014 84.6% 2013 8.6% 2012 45.6% 2011 -15.2% Fund Manager information for Mirae Asset Emerging Bluechip Fund
Name Since Tenure Neelesh Surana 9 Jul 10 10.73 Yr. Ankit Jain 31 Jan 19 2.16 Yr. Data below for Mirae Asset Emerging Bluechip Fund as on 28 Feb 21
Equity Sector Allocation
Sector Value Financial Services 33.2% Consumer Cyclical 11.24% Technology 10.32% Basic Materials 9.75% Health Care 9.26% Industrials 8.66% Consumer Defensive 6.05% Energy 4.72% Communication Services 2.95% Utility 2.18% Asset Allocation
Asset Class Value Cash 0.15% Equity 99.85% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 17 | HDFCBANK7% ₹1,107 Cr 7,214,044
↓ -292,500 ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 12 | ICICIBANK7% ₹1,036 Cr 17,324,841
↓ -200,000 Infosys Ltd (Technology)
Equity, Since 31 Jan 18 | INFY5% ₹792 Cr 6,317,584
↑ 470,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 5322155% ₹744 Cr 10,270,088
↓ -895,000 State Bank of India (Financial Services)
Equity, Since 30 Apr 18 | SBIN4% ₹564 Cr 14,460,277
↓ -350,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL3% ₹465 Cr 8,364,000
↓ -605,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 19 | TCS3% ₹460 Cr 1,590,005
↑ 205,000 Voltas Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Dec 14 | VOLTAS3% ₹428 Cr 4,207,977 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 18 | MARUTI2% ₹372 Cr 541,650
↑ 143,000 Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 30 Apr 18 | RELIANCE2% ₹369 Cr 1,769,196
↓ -70,000 6. Franklin India Feeder - Franklin U S Opportunities Fund
CAGR/Annualized return of 19.7% since its launch. Ranked 6 in Global category. Return for 2020 was 45.2% , 2019 was 34.2% and 2018 was 6.5% . Franklin India Feeder - Franklin U S Opportunities Fund
Growth Launch Date 6 Feb 12 NAV (08 Apr 21) ₹52.2005 ↑ 0.68 (1.32 %) Net Assets (Cr) ₹2,852 on 28 Feb 21 Category Equity - Global AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆ Risk High Expense Ratio 1.56 Sharpe Ratio 1.64 Information Ratio -0.16 Alpha Ratio -0.38 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-3 Years (1%),3 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 16 ₹10,000 31 Mar 17 ₹11,162 31 Mar 18 ₹13,192 31 Mar 19 ₹15,635 31 Mar 20 ₹16,448 31 Mar 21 ₹25,298 Returns for Franklin India Feeder - Franklin U S Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Apr 21 Duration Returns 1 Month 11.2% 3 Month 2.6% 6 Month 12.1% 1 Year 53% 3 Year 27.2% 5 Year 21.8% 10 Year 15 Year Since launch 19.7% Historical performance (Yearly) on absolute basis
Year Returns 2020 45.2% 2019 34.2% 2018 6.5% 2017 18.1% 2016 -0.8% 2015 8.8% 2014 8.4% 2013 55.2% 2012 2011 Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
Name Since Tenure Mayank Bukrediwala 24 Aug 20 0.6 Yr. Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 28 Feb 21
Equity Sector Allocation
Sector Value Technology 28.04% Health Care 16.59% Financial Services 13.59% Consumer Cyclical 12.97% Communication Services 7.86% Real Estate 4.74% Industrials 4.65% Consumer Defensive 3.12% Basic Materials 1.17% Utility 0.5% Asset Allocation
Asset Class Value Cash 2.71% Equity 93.88% Other 3.4% Top Securities Holdings / Portfolio
Name Holding Value Quantity Franklin US Opportunities I(acc)USD
Investment Fund | -100% ₹2,852 Cr 5,348,649
↑ 148,968 Call, Cash & Other Assets
Net Current Assets | -0% ₹0 Cr 7. PGIM India Global Agribusiness Offshore Fund
CAGR/Annualized return of 12% since its launch. Ranked 33 in Fund of Fund category. Return for 2020 was 72.4% , 2019 was 30.9% and 2018 was 0.3% . PGIM India Global Agribusiness Offshore Fund
Growth Launch Date 14 May 10 NAV (08 Apr 21) ₹34.33 ↑ 0.08 (0.23 %) Net Assets (Cr) ₹852 on 28 Feb 21 Category Others - Fund of Fund AMC Pramerica Asset Managers Private Limited Rating ☆ Risk High Expense Ratio 0.96 Sharpe Ratio 2.45 Information Ratio 1.44 Alpha Ratio 29.07 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 16 ₹10,000 31 Mar 17 ₹10,119 31 Mar 18 ₹11,214 31 Mar 19 ₹13,418 31 Mar 20 ₹14,497 31 Mar 21 ₹23,783 Returns for PGIM India Global Agribusiness Offshore Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Apr 21 Duration Returns 1 Month 6.5% 3 Month -2.2% 6 Month 11.2% 1 Year 74.6% 3 Year 31.2% 5 Year 21.4% 10 Year 15 Year Since launch 12% Historical performance (Yearly) on absolute basis
Year Returns 2020 72.4% 2019 30.9% 2018 0.3% 2017 11.9% 2016 0.8% 2015 -14.7% 2014 0.9% 2013 13.4% 2012 19.9% 2011 1.4% Fund Manager information for PGIM India Global Agribusiness Offshore Fund
Name Since Tenure Alok Agarwal 27 Jul 17 3.68 Yr. Data below for PGIM India Global Agribusiness Offshore Fund as on 28 Feb 21
Asset Allocation
Asset Class Value Cash 6.49% Equity 93.51% Top Securities Holdings / Portfolio
Name Holding Value Quantity PGIM Jennison Global Eq Opps USD I Acc
Investment Fund | -95% ₹812 Cr 401,875
↑ 38,684 Net Receivables / (Payables)
Net Current Assets | -4% ₹35 Cr Treps / Reverse Repo
CBLO/Reverse Repo | -1% ₹5 Cr 8. Franklin India Technology Fund
CAGR/Annualized return of 19.7% since its launch. Ranked 41 in Sectoral category. Return for 2020 was 56.8% , 2019 was 12.4% and 2018 was 11.9% . Franklin India Technology Fund
Growth Launch Date 22 Aug 98 NAV (08 Apr 21) ₹293.074 ↑ 2.99 (1.03 %) Net Assets (Cr) ₹510 on 28 Feb 21 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆ Risk High Expense Ratio 2.46 Sharpe Ratio 1.78 Information Ratio 0.49 Alpha Ratio 8.44 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 16 ₹10,000 31 Mar 17 ₹10,023 31 Mar 18 ₹12,139 31 Mar 19 ₹14,139 31 Mar 20 ₹12,141 31 Mar 21 ₹23,943 Returns for Franklin India Technology Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Apr 21 Duration Returns 1 Month 7.5% 3 Month 6.7% 6 Month 29.1% 1 Year 104.3% 3 Year 28.1% 5 Year 20.9% 10 Year 15 Year Since launch 19.7% Historical performance (Yearly) on absolute basis
Year Returns 2020 56.8% 2019 12.4% 2018 11.9% 2017 19.1% 2016 -2.6% 2015 3.8% 2014 16.8% 2013 53.3% 2012 0.3% 2011 -15.5% Fund Manager information for Franklin India Technology Fund
Name Since Tenure Anand Radhakrishnan 3 Mar 07 14.09 Yr. Varun Sharma 30 Nov 15 5.34 Yr. Mayank Bukrediwala 24 Aug 20 0.6 Yr. Data below for Franklin India Technology Fund as on 28 Feb 21
Equity Sector Allocation
Sector Value Technology 67.92% Communication Services 14.88% Consumer Cyclical 5.17% Industrials 2.59% Financial Services 0.62% Real Estate 0.19% Health Care 0.12% Asset Allocation
Asset Class Value Cash 8.12% Equity 91.69% Other 0.19% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY23% ₹119 Cr 945,647 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS10% ₹49 Cr 167,936 HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 30 Jun 14 | HCLTECH8% ₹43 Cr 470,000 Franklin Technology I Acc USD
Investment Fund | -8% ₹39 Cr 91,868 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL7% ₹33 Cr 600,000 Tech Mahindra Ltd (Technology)
Equity, Since 28 Feb 14 | 5327555% ₹25 Cr 270,000
↑ 40,000 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 17 | NAUKRI4% ₹23 Cr 46,300 MakeMyTrip Ltd (Consumer Cyclical)
Equity, Since 31 Mar 20 | MMYT3% ₹15 Cr 60,135 Taiwan Semiconductor Manufacturing Co Ltd (Technology)
Equity, Since 30 Nov 18 | 23303% ₹14 Cr 88,000 NVIDIA Corp (Technology)
Equity, Since 30 Apr 19 | NVDA3% ₹13 Cr 3,300
↑ 2,300 9. SBI Small Cap Fund
CAGR/Annualized return of 19.9% since its launch. Ranked 4 in Small Cap category. Return for 2020 was 33.6% , 2019 was 6.1% and 2018 was -19.6% . SBI Small Cap Fund
Growth Launch Date 9 Sep 09 NAV (09 Apr 21) ₹82.0713 ↑ 0.01 (0.01 %) Net Assets (Cr) ₹7,311 on 28 Feb 21 Category Equity - Small Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.29 Sharpe Ratio 1.05 Information Ratio 0.79 Alpha Ratio -0.6 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 16 ₹10,000 31 Mar 17 ₹13,068 31 Mar 18 ₹17,568 31 Mar 19 ₹16,620 31 Mar 20 ₹13,067 31 Mar 21 ₹25,516 Returns for SBI Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Apr 21 Duration Returns 1 Month 1.8% 3 Month 8.9% 6 Month 41.5% 1 Year 90.2% 3 Year 12.2% 5 Year 20.8% 10 Year 15 Year Since launch 19.9% Historical performance (Yearly) on absolute basis
Year Returns 2020 33.6% 2019 6.1% 2018 -19.6% 2017 78.7% 2016 1.3% 2015 20.6% 2014 110.7% 2013 7.8% 2012 31.9% 2011 -24.3% Fund Manager information for SBI Small Cap Fund
Name Since Tenure R. Srinivasan 16 Nov 13 7.38 Yr. Data below for SBI Small Cap Fund as on 28 Feb 21
Equity Sector Allocation
Sector Value Industrials 39.6% Consumer Cyclical 20.76% Basic Materials 16.83% Consumer Defensive 7.14% Financial Services 5.57% Health Care 4.17% Communication Services 3.13% Asset Allocation
Asset Class Value Cash 2.26% Equity 97.41% Other 0.33% Top Securities Holdings / Portfolio
Name Holding Value Quantity Elgi Equipments Ltd (Industrials)
Equity, Since 31 Dec 13 | 5220745% ₹392 Cr 21,540,507 JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 18 | JKCEMENT5% ₹389 Cr 1,447,884
↓ -252,116 Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | 5402034% ₹270 Cr 1,330,000 Carborundum Universal Ltd (Industrials)
Equity, Since 31 May 19 | 5133754% ₹269 Cr 5,300,000 Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Dec 18 | 5421414% ₹262 Cr 9,000,000 Blue Star Ltd Shs Dematerialised (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO3% ₹252 Cr 2,900,000 V-Guard Industries Ltd (Industrials)
Equity, Since 31 Aug 20 | 5329533% ₹248 Cr 11,000,000
↓ -900,000 Hawkins Cookers Ltd (Consumer Cyclical)
Equity, Since 30 Jun 15 | 5084863% ₹207 Cr 370,000 Lemon Tree Hotels Ltd (Consumer Cyclical)
Equity, Since 30 Sep 19 | 5412333% ₹204 Cr 50,000,000 Hatsun Agro Product Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | 5315313% ₹204 Cr 2,846,666 10. SBI Technology Opportunities Fund
CAGR/Annualized return of 21.5% since its launch. Ranked 42 in Sectoral category. Return for 2020 was 47.3% , 2019 was 12.2% and 2018 was 17.1% . SBI Technology Opportunities Fund
Growth Launch Date 9 Jan 13 NAV (09 Apr 21) ₹114.532 ↑ 0.73 (0.64 %) Net Assets (Cr) ₹522 on 28 Feb 21 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆ Risk High Expense Ratio 2.62 Sharpe Ratio 1.58 Information Ratio 0.05 Alpha Ratio 2.67 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-15 Days (0.5%),15 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 16 ₹10,000 31 Mar 17 ₹9,639 31 Mar 18 ₹11,777 31 Mar 19 ₹13,802 31 Mar 20 ₹12,008 31 Mar 21 ₹23,000 Returns for SBI Technology Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Apr 21 Duration Returns 1 Month 9.2% 3 Month 11% 6 Month 31.4% 1 Year 99.9% 3 Year 28.1% 5 Year 20.2% 10 Year 15 Year Since launch 21.5% Historical performance (Yearly) on absolute basis
Year Returns 2020 47.3% 2019 12.2% 2018 17.1% 2017 13% 2016 -3.3% 2015 2.4% 2014 29.2% 2013 2012 2011 Fund Manager information for SBI Technology Opportunities Fund
Name Since Tenure Anup Upadhyay 1 Jun 11 9.84 Yr. Data below for SBI Technology Opportunities Fund as on 28 Feb 21
Equity Sector Allocation
Sector Value Technology 76.28% Communication Services 11.73% Industrials 4.53% Financial Services 2.11% Asset Allocation
Asset Class Value Cash 5.35% Equity 94.65% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY28% ₹147 Cr 1,172,200
↑ 244,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 06 | TCS11% ₹55 Cr 191,411 HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 31 Mar 06 | HCLTECH8% ₹44 Cr 486,074 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL7% ₹37 Cr 673,130 Tech Mahindra Ltd (Technology)
Equity, Since 31 Aug 15 | 5327556% ₹32 Cr 352,935 Firstsource Solutions Ltd (Technology)
Equity, Since 31 Oct 20 | 5328096% ₹29 Cr 2,955,000 Microsoft Corp (Technology)
Equity, Since 31 Aug 20 | MSFT5% ₹25 Cr 14,690 Persistent Systems Ltd (Technology)
Equity, Since 31 Aug 20 | PERSISTENT5% ₹24 Cr 144,100 Alphabet Inc A (Communication Services)
Equity, Since 30 Sep 18 | GOOGL5% ₹24 Cr 1,615 Cyient Ltd (Industrials)
Equity, Since 30 Apr 20 | CYIENT5% ₹24 Cr 362,150
How to Invest in Mutual Fund SIP Online?
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FAQs
1. Can I choose the time when the amount will be debited?
A: No, the period when the amount will be debited from your Bank account will depend on the SIP that you have decided to invest in. You can choose to invest in a SIP right for a year period to 10+ years. Depending on the tenure of the SIP, the amount will be deducted from your account.
2. Are the period and tenure for SIP a same thing/term?
A: Yes, they are the same. When you read the offer document, check the SIP term carefully, as this will tell you the period/tenure they money will be deducted from your account. Choosing the tenure is completely the investor's choice.
3. Can the tenures of SIPs be changed?
A: If you have chosen a plan that mandates the SIP, then you have to complete that tenure. After tenure, you can withdraw the entire amount. However, if you want to renew the investment, you can change the tenure and select a different SIP with a more extended mandate.
4. Can I change the investment amount for SIPs?
A: You can choose to invest in flexible SIPs. These SIPs allow you to change the amount of money that you can invest during the investment period. During your tenure, you can change the amount of money you want to invest in the SIPs depending on your cash flow.
5. What are long-term SIPs?
A: A long-term SIP will be one in which you invest for nearly 5 to 10 years. Ideally, long-term SIPs have more chances to give good returns.
6. Can I pull out of a SIP before the tenure?
A: It would be best if you didn't pull out of a SIP before completing its tenure. Sometimes the investment might not have an exit load, but that depends entirely on the particular SIP. If you are unsure of the investment you are making, you should start small by investing only INR 500 for one year. As your risk taking appetite increases, you can increase your investment.
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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Well explanation with indepth details.very inspirational information for investment in MF. Thanks.
Great! Informative SIP Thread. Very well covered and presented.